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Kevin Douglas Burns

W & S Brokerage Services, Inc.

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About Kevin Douglas Burns

Kevin Douglas Burns is a registered representative and investment advisor representative with W&S Brokerage Services, Inc. in Cincinnati, OH. Kevin has been in the industry since April 28, 2000. Prior to joining W&S Brokerage Services, Inc., Kevin was registered with NATCITY INVESTMENTS, INC. and FIDELITY BROKERAGE SERVICES LLC. Kevin has a Series 7, Series 26, Series 63, and Series 66 license. Kevin is also registered as an Investment Advisor Representative in Ohio. Kevin's specializations are in insurance and annuities.

Firm Information

Kevin Burns is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Burns’s Registration & Firm History

OH

09/21/2018 - Present

W&S Brokerage Services, Inc. (CINCINNATI OH)

OH

09/26/2006 - 04/17/2007

NATCITY INVESTMENTS, INC. (CINCINNATI OH)

OH

02/07/2000 - 07/26/2006

FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)

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Licenses & Designations

IA

Issued 11/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Douglas Burns.
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